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Concord Wealth Partners’s SES AI SES Stock Holding History

Concord Wealth Partners’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269 Buy
+280
New +$305 ﹤0.01% 839
2026
Q1 		– Sell
-250
Closed -$450 – 673
2025
Q4 		$450 Buy
+250
New +$560 ﹤0.01% 773

Other funds holding SES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concord Wealth Partners's SES Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in SES AI (SES) in Q2 2026: 280 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SES as recently as Q4 2025.

Concord Wealth Partners first reported a position in SES in Q4 2025 and has held it in 2 quarters since. The position peaked at $450 in Q4 2025. 130 funds tracked by Wall St. Rank hold SES as of Q2 2026.

  • Concord Wealth Partners held 280 shares of SES AI worth $269 as of Q2 2026.
  • SES AI was a new Concord Wealth Partners position in Q2 2026.
  • SES AI made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #839 holding.
  • Concord Wealth Partners first reported a position in SES AI in Q4 2025 and has held it in 2 quarters since.
  • Concord Wealth Partners's SES AI position peaked at $450 in Q4 2025.
  • 130 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.